VIAWEALTH, LLC — 13F Holdings & Portfolio

CIK 1965401 · latest 13F-HR filed 2026-08-11

VIAWEALTH, LLC manages $198.8M in 13F-reported U.S. long-equity assets across 167 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.53%), NOBL (3.36%), JAAA (3.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 5, added to 92, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
8700 STATE LINE RD.
SUITE 325
LEAWOOD, KS 66206
Phone
(844) 484-7849
Filing Manager
VIAWEALTH, LLC
Leawood, KS
Signatory
Jeffrey Rosenthal
CCO
Loading holdings…
AUM

$198.8M

Long-equity book

Holdings

167

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+13 / −5 / ↑92 / ↓28

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCHANGE TRADED FD T$1.4M +33.4%
  • NVIDIA CORPORATION$1.3M +13.1%
  • PALO ALTO NETWORKS INC$1.2M +112.7%
  • APPLIED MATLS INC$1.1M +111.3%
  • UNITEDHEALTH GROUP INC$1.1M +55.0%
Show all 92 →

Top Trims

  • FIRST TR EXCH TRADED FD III-$1.6M -43.3%
  • SALESFORCE INC-$484.9K -55.4%
  • GRACO INC-$477.3K -10.7%
  • CONOCOPHILLIPS-$357.1K -25.1%
  • MEDTRONIC PLC-$335.0K -22.2%
Show all 28 →

New Positions

  • HONEYWELL INTL INC$622.2K
  • ABBOTT LABORATORIES$615.2K
  • HONEYWELL AEROSPACE INC$614.4K
  • WORKDAY INC$533.8K
  • GENERAL MILLS INC$485.3K
Show all 13 →

Exited Positions

  • HONEYWELL INTL INC$1.3M
  • CAMECO CORP$219.9K
  • KORN FERRY$218.8K
  • FIDELITY NATL INFORMATION SV$214.1K
  • AMERICAN TOWER CORP$205.2K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $11.0M 5.53% 54,930 SH
2 PROSHARES TR NOBL 74348A467 $6.7M 3.36% 118,800 SH
3 JANUS DETROIT STR TR JAAA 47103U845 $6.4M 3.20% 126,089 SH
4 MICROSOFT CORP MSFT 594918104 $5.7M 2.86% 15,216 SH
5 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $5.4M 2.72% 25,432 SH
6 APPLE INC AAPL 037833100 $5.1M 2.58% 17,748 SH
7 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $5.1M 2.57% 61,925 SH
8 ALPHABET INC GOOGL 02079K305 $4.1M 2.04% 11,338 SH
9 GRACO INC GGG 384109104 $4.0M 2.01% 52,795 SH
10 ABBVIE INC ABBV 00287Y109 $3.5M 1.78% 14,024 SH
11 AMAZON COM INC AMZN 023135106 $3.5M 1.77% 14,803 SH
12 UNITEDHEALTH GROUP INC UNH 91324P102 $3.1M 1.55% 7,422 SH
13 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $2.9M 1.47% 21,915 SH
14 VALERO ENERGY CORP VLO 91913Y100 $2.8M 1.41% 10,731 SH
15 BANK OF AMER CORP BAC 060505104 $2.7M 1.35% 47,224 SH
16 PIMCO ETF TR MUNI 72201R866 $2.6M 1.32% 49,835 SH
17 ISHARES TR IXJ 464287325 $2.6M 1.31% 26,411 SH
18 ISHARES TR IJR 464287804 $2.6M 1.29% 17,270 SH
19 ISHARES TR EXI 464288729 $2.5M 1.26% 12,537 SH
20 DIMENSIONAL ETF TRUST DUHP 25434V831 $2.5M 1.24% 59,085 SH
21 JANUS DETROIT STR TR JMBS 47103U852 $2.4M 1.22% 54,024 SH
22 AMGEN INC AMGN 031162100 $2.4M 1.20% 6,582 SH
23 PALO ALTO NETWORKS INC PANW 697435105 $2.2M 1.12% 6,547 SH
24 ISHARES TR IQLT 46434V456 $2.2M 1.09% 43,755 SH
25 SCHWAB STRATEGIC TR SCHD 808524797 $2.2M 1.08% 67,997 SH
26 ARISTA NETWORKS INC ANET 040413205 $2.1M 1.08% 12,633 SH
27 APPLIED MATLS INC AMAT 038222105 $2.1M 1.07% 2,936 SH
28 FIRST TR EXCH TRADED FD III FTLS 33739P103 $2.1M 1.07% 28,742 SH
29 INVESCO EXCH TRADED FD TR II SPHD 46138E362 $2.1M 1.06% 41,524 SH
30 US BANCORP USB 902973304 $2.1M 1.04% 34,178 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.9M 0.97% 3,840 SH
32 VANGUARD INDEX FDS VO 922908629 $1.9M 0.97% 23,837 SH
33 SPDR GOLD TR GLD 78463V107 $1.8M 0.89% 4,783 SH
34 TESLA INC TSLA 88160R101 $1.7M 0.86% 4,057 SH
35 META PLATFORMS INC META 30303M102 $1.6M 0.82% 2,877 SH
36 JPMORGAN CHASE & CO JPM 46625H100 $1.6M 0.81% 4,894 SH
37 ORACLE CORP ORCL 68389X105 $1.5M 0.74% 10,097 SH
38 PIMCO ETF TR MINO 72201R635 $1.5M 0.74% 32,182 SH
39 ISHARES TR LQD 464287242 $1.4M 0.72% 13,098 SH
40 CISCO SYS INC CSCO 17275R102 $1.4M 0.69% 11,733 SH
41 BLACKSTONE INC BX 09260D107 $1.3M 0.64% 10,839 SH
42 HOME DEPOT INC HD 437076102 $1.2M 0.61% 3,415 SH
43 MEDTRONIC PLC MDT G5960L103 $1.2M 0.59% 15,046 SH
44 DELL TECHNOLOGIES INC DELL 24703L202 $1.2M 0.58% 2,680 SH
45 VANGUARD INDEX FDS VUG 922908736 $1.1M 0.57% 13,099 SH
46 CURTISS WRIGHT CORP CW 231561101 $1.1M 0.56% 1,472 SH
47 WALMART INC WMT 931142103 $1.1M 0.55% 9,652 SH
48 ENTERGY CORP NEW ETR 29364G103 $1.1M 0.55% 9,509 SH
49 ISHARES TR IGV 464287515 $1.1M 0.55% 12,049 SH
50 BOEING CO BA 097023105 $1.1M 0.55% 5,040 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $198.8M 167 0001965401-26-000007
2026-03-31 2026-05-11 $179.7M 159 0001965401-26-000004
2025-12-31 2026-02-10 $177.8M 152 0001965401-26-000002
2025-09-30 2025-11-12 $183.1M 158 0001965401-25-000005